AP Research @AlphaPicks
$50k on caffeine and a terminal | Global macro, multi-asset strategy, thematics. alphapicks.co.uk London Joined August 2021-
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gm, running through what’s moved markets this week. 30 minute chat with @PiQSuite. Geopol, yields, and jobs data ahead. Tune in.
It really was that simple.
Not just denim. Sydney Sweeney’s delivering alpha too. AEO +25%.
“Babe, wake up. New Citrini just dropped.”
“Babe, wake up. New Citrini just dropped.”
AP Research retweeted
Seasonals don’t kill bull markets, they just make them noisy. Here’s the risk no one is pricing + a new trade idea lordfed.substack.com/p/when-seasona…
UK gilt yield curve today, one week back, start of year. Global distaste for the long end is ever present this week.
Bund yields today, one week back, one month back. Much of the same story across the rest of Europe. The long end is grinding higher everywhere, a regional bear steepening that’s hard to ignore.
LNG exporter basket touched a new high to end last month. Exports out of US continue to rise, with Europe still the top destination.
LNG exporter basket touched a new high to end last month. Exports out of US continue to rise, with Europe still the top destination. https://t.co/udOuxAfPfY
Rundown of thoughts ahead of the week. A handful of FX ideas, a few equity indices on watch, and some commodity considerations. alphapicks.co.uk/p/all-eyes-on-…
AP Research retweeted
Top weekend reads out from my buddies @Globalflows @AlphaPicks and @eliant_capital - don’t be shy give then a try
Money Markets, September 2025. Cross-asset rundown for the month ahead. alphapicks.co.uk/p/money-market…
Jumping on a space with @PiQSuite to rundown what’s happened this week. NVDA earnings, more French political woes, and a few other bits to note. Tune in
The pendulum in advertising has swung. Resonance and familiarity are winning. Our new “Back to Basics” thematic is built to capture it. alphapicks.co.uk/p/back-to-basi…
It looks like it’s all on Taylor Swift to save the US economy, then.
AP Research retweeted
It seems like that horrid picture of me never goes away, but at least I shaved for the awesome talk with @AlphaPicks Thanks for having me on the show!
It seems like that horrid picture of me never goes away, but at least I shaved for the awesome talk with @AlphaPicks Thanks for having me on the show!
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